Designations: FPA Membership

About the Designation

The Financial Planning Association® (FPA®) is a leadership and advocacy organization for those who provide, support and benefit from financial planning.

From its earliest designs, the Financial Planning Association (FPA®) included a mandate that members adhere to a Code of Ethics that reflects their commitment to help clients achieve their life goals.

All FPA® members are asked to commit to this Code, CFP® certificants and non-CFP® certificants alike.

FPA®’s Ethics Committee is charged by the Board of Directors with reviewing alleged violations to the Code of Ethics and advising staff on ways to enhance awareness by FPA® members of their obligations under the Code.

Integrity
Objectivity
Competence
Fairness
Confidentiality
Professionalism
Diligence

Below are all of the team members with the FPA Membership designation

Allison Berger

Grace Kvantas